Scott Terry

Alvin Wolcott is a CFP® with 11 years of industry experience, currently serving as the sole advisor at APEX Tax & Financial Planning in Kent, WA. He previously worked at Pacific Portfolio Consulting, LLC and Synergy Asset Management LLC. Alvin is also the owner of a CPA firm, Apex Tax & Financial Solutions, which he manages alongside his advisory work. APEX Tax & Financial Planning provides personalized financial planning and investment advisory services to individuals, business owners, and trusts. The firm employs a written Investment Policy Statement, combining active and passive strategies with a tax-aware planning process, and offers both discretionary and non-discretionary management options.

Jimmie Mendoza is a financial advisor at Cornerstone Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Asset Management since 2000. Outside of his advisory role, Mendoza is also employed as a benefits specialist. Cornerstone Asset Management provides personalized investment management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite portfolio structure, focusing on globally diversified investments and individualized client reviews.

Janet Pack is a financial advisor with Advisors Asset Management, Inc. in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with the firm since 2017 and also owns Senior Care Alliance, where she sells insurance products, dedicating approximately 70% of her time to this business. Advisors Asset Management, Inc. provides advisory services mainly to individual clients, focusing on financial planning and consulting while referring clients to third-party money managers. The firm does not manage portfolios directly but facilitates account setup and service, offering financial planning on an hourly basis and assisting with insurance product arrangements.

Lewis Mc Murran is a financial advisor with A&M Advisory LLC in Puyallup, WA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include work at The Leaders Group Inc and Black Pearl Advanced LLC, as well as service with the State of Washington. Outside of advisory work, he has been involved with McMurran Enterprises. A&M Advisory LLC is an independent, sole-member advisory firm that provides financial planning and investment research services to individuals, couples, families, and accredited or sophisticated investors. The firm focuses on tailored financial plans and specific investment recommendations, emphasizing client education and personalized plans based on client data, goals, and risk tolerance, and employs both fundamental and technical analysis in its investment research.

Julie Wurst is a CFP® professional with 11 years of industry experience. She has operated her independent advisory firm, Julie A. Wurst, CFP, LLC, in Tacoma, WA, since 2017. Her firm provides advisory services to individual clients, including high-net-worth individuals, as well as small businesses and trusts. The firm employs a globally diversified, low-cost investment approach primarily using index mutual funds and ETFs, and offers customized financial planning and consulting through various communication methods.

Jacob Hall is a financial advisor at Pace Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including AE Wealth Management, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory role, Hall is an owner of four recreational cannabis dispensaries, where he oversees financial and management operations. Pace Wealth Advisors is an independent, single-advisor practice serving individuals, families, trusts, and business owners. The firm provides planning-driven, non-discretionary investment advisory services and financial planning, implementing investment strategies primarily through model portfolios of ETFs and mutual funds.